Chico Wealth RIA AAPL Holdings History
Chico Wealth RIA's Apple Inc Holding Summary
As of 2025-03-31, Chico Wealth RIA held 5,610.00 shares of Apple Inc(AAPL), totaling $1.25 Mil. This investment constitutes 1.08% of their stock portfolio, and Chico Wealth RIA now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q1. And since then Chico Wealth RIA has made 6 purchases of AAPL, at an average price of $168.65, for a total of 46,323.00 shares. In addition, there have been 6 sales at an average price of $144.04 for 40,713.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Chico Wealth RIA's estimated gain on his AAPL holdings is $-763,306.64, reflecting a -9.77% gain to date.
Chico Wealth RIA AAPL ($211.16) Holding Chart
Chico Wealth RIA AAPL ($211.16) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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